Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Vanguard Short-Term Bond ETF shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 4.5k 78.69
2024-06-30 $340k 4.4k 76.70
2024-03-31 $340k 4.4k 76.67
2023-12-31 $354k 4.6k 77.02
2023-09-30 $563k 7.5k 75.17
2023-06-30 $566k 7.5k 75.57
2023-03-31 $602k 7.9k 76.49
2022-12-31 $593k 7.9k 75.28
2022-09-30 $1.0M 14k 74.81
2022-06-30 $843k 11k 76.81
2022-03-31 $485k 6.2k 77.97
2021-12-31 $503k 6.2k 80.87
2021-09-30 $505k 6.2k 81.91
2021-06-30 $568k 6.9k 82.14
2021-03-31 $568k 6.9k 82.14
2020-12-31 $573k 6.9k 82.86
2020-09-30 $493k 5.9k 83.00
2020-06-30 $494k 5.9k 83.17
2020-03-31 $488k 5.9k 82.15
2019-12-31 $479k 5.9k 80.64
2019-09-30 $482k 6.0k 80.85
2019-06-30 $504k 6.3k 80.59
2019-03-31 $524k 6.6k 79.59
2018-12-31 $696k 8.9k 78.52
2018-09-30 $811k 10k 78.06
2018-06-30 $852k 11k 78.24
2018-03-31 $870k 11k 78.46
2017-12-31 $1.4M 17k 79.11
2017-09-30 $1.4M 17k 79.83
2017-06-30 $1.4M 18k 79.83
2017-03-31 $1.9M 24k 79.71
2016-12-31 $2.1M 27k 79.45
2016-09-30 $1.7M 21k 80.82
2016-06-30 $1.7M 21k 81.04
2016-03-31 $1.7M 21k 80.61
2015-12-31 $1.6M 21k 79.59
2015-09-30 $1.8M 22k 80.39
2015-06-30 $1.8M 22k 80.17
2015-03-31 $1.9M 23k 80.53
2014-12-31 $1.9M 24k 79.95
2014-09-30 $1.9M 24k 80.07
2014-06-30 $1.9M 24k 80.36
2014-03-31 $1.9M 24k 80.08
2013-12-31 $1.9M 24k 79.92

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Texas Pacific Land Corp (TPL)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Vanguard Short-Term Bond ETF

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Goldman Sachs Group
Empower Advisory Group
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Northern Trust
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H D Vest Advisory Services
Wells Fargo & Company
Truepoint
LPL Financial
United Capital Financial Advisers
Envestnet Portfolio Solutions

View all funds holding Vanguard Short-Term Bond ETF